San Francisco
Northern California Carries Essex as Bay Area Tech Demand Outpaces Seattle, Los Angeles in Q1
The West Coast’s largest multifamily REIT beat expectations as cap rate compression and a $62 million stock buyback signaled a private-public valuation gap....
Apartment Titans AvalonBay and Equity Residential Eye $50B Merger That Could Redraw US Rental Map
The two largest US apartment REITs are in early-stage talks on a combination that would create a roughly 200,000-unit landlord and reignite REIT...
Bed Bath & Boomerang
By Billy the Broker (I just want to stay anonymous) In August 2025, Marcus Lemonis, the executive chairman of Beyond, Inc.—which is to...
Five Point Posts Q1 Loss, Launches $40MM Buyback as California Land Sales Slide to Back Half
The Irvine developer is holding fire on major land deals until the third and fourth quarters, betting that patience preserves pricing power in...
Bay Area Swallows Q1 Venture Capital as Seattle and Los Angeles Fall Further Behind
OpenAI, Anthropic and xAI concentrate $221.1 billion in Northern California while Southern California and the Pacific Northwest scrape single-digit billions in a market...
California’s AB 2074 Targets Downtown High-Rise Housing with $500MM Revolving Loan Fund
Assemblymember Matt Haney’s Downtown Revitalization Act would mandate by-right residential density near transit in cities of 400,000-plus, directly addressing office-vacancy-driven decline in downtown...
AI Set to Flatten Office Job Growth Through 2030, Pushing U.S. Vacancy to 21.5%, Newmark Finds
A new Newmark research report forecasts that artificial intelligence will moderate office-using employment to near-zero growth over the next five years, reshaping demand...
North American Life Sciences Sector Grapples With Supply Glut as 55% of Recent Lab Deliveries Sit Vacant
A pandemic-era construction wave has collided with cooling demand, leaving nearly 60 million square feet of new lab space struggling to find tenants...
Terreno Realty Sells 99,000 SQFT Torrance Industrial Building for $31.1MM
The Bellevue-based REIT generated an unleveraged internal rate of return of 10.3 percent over an eight-year hold in the port-adjacent South Bay submarket....
Carmel Partners Closes Fund 9 at $1.35 Billion
SAN FRANCISCO, April 7, 2026 – Carmel Partners (“Carmel”) announced today the final close of Carmel Partners Investment Fund 9, its U.S. multifamily real estate value...
Spring Break Rebound Pushes U.S. Office Occupancy Past 54%, but a Stark Regional Divide Persists
The latest Kastle Systems data reveals accelerating return-to-office momentum nationally, with Texas metros nearing pre-pandemic attendance and Class A+ buildings approaching full capacity—while...
DivCore Capital, ICONIQ, and Sentral Launch $2.5 Billion Multifamily Investment Platform Targeting Major U.S. Markets
SAN FRANCISCO-DivCore Capital today announced the launch of a new residential investment platform, Sentral Strategic Partners, alongside ICONIQ and Sentral that is designed...
